Kolatera on Windows Pc

Kolatera is an insurance or community meeting management that will simplify your daily task as an insurance agency or local meeting manager while keeping your data organised.

Kolatera allows you to manage your members, clients, staff, brokers, communication and policies on one platform. With our brokers module, managing brokers and calculating their commission is now automated and efficient.

Kolatera Features

Create & Manage members or clients – Add your clients info and retrieve them when needed. This is a great feature for community meetings management and insurance agency since it remove paper work and saves time.

Create & Manage policies – Simply create policies and link it to members or clients at a click of a button. All policy info and history is stored.

Create & Manage staff - Every meeting or agency needs some staff to help out and since covers that as well. You can create accounts for your staff members and they will have access to run and manage the daily operations.

Record payments – Every payment is recorded with data and time for easy account in future or for reverence.

Add custom fields to members or clients and policies – Meeting managers and agencies in different countries will have different needs and requirements from it members or clients. With Kolatera you can add custom fields to your clients and policies form.

Upload attachments to members or clients and policies – When there are files for your members or clients like national ID etc, you can simply upload them under attachments section of a client or policy.

Automated reminders – Kolatera will take care of reminding your members or clients when payment is due. Reminders are completely customisable and you can turn them off as well. Reminders can be sent via SMS or email

Inbuilt instant messaging – We have an inbuilt instant messenger inside signer that allows collaboration between different parties of any meeting group or agency from members, client, brokers, staff to administrator.

Reports - On demand reports are available anytime you need the on the dashboard and reports page.

Bulk SMS & Email - Kolatera communication module allows agencies to send single and bulk messages to staff, members, clients or brokers.

Multi user - With our SAAS platform Kolatera supports multiple users/meeting groups and agencies.


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Community meeting and Insurance Manager

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